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One-Stop Shopping for Reporting and Analysis on the Web Dana Voss Manager, Decision Support Services University Information Technology.

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Presentation on theme: "One-Stop Shopping for Reporting and Analysis on the Web Dana Voss Manager, Decision Support Services University Information Technology."— Presentation transcript:

1 One-Stop Shopping for Reporting and Analysis on the Web Dana Voss Manager, Decision Support Services University Information Technology Services October, 2002 Copyright Dana C. Voss, This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

2 About Indiana University Public University 8 Campuses 10,565 Appointed Staff members 4,745 Faculty members 97,000 enrolled students in Fall

3 About IU Information Systems PeopleSoft Student & HR Financial Information Systems Library Electronic Records Management TimeKeeping Maintenance Management System

4 What do All These Applications Have in Common???? REPORTING!

5 Data is collected from other sources; for example, legacy systems or online transaction processing systems like PeopleSoft. Data is made consistent prior to storage in the data warehouse. Data is summarized. Data warehouses usually do not retain as much detail as transaction-oriented systems. Data is longer-lived. Transaction systems may retain data only until processing is complete, whereas data warehouses may retain data for years. Data is stored in a format that is convenient for querying and analysis. Data is usually considered read only. What is a Data Warehouse?

6 A data mart is simply a smaller data warehouse. Usually the data in a mart is a subset of data that is found in an enterprise-wide warehouse, as follows: A data warehouse is for data throughout the enterprise. A data mart is specific to a particular department or subject area. What is a Data Mart?

7 Data Warehousing at IU years of mainframe reporting: Information Center in Focus : Financial Data in Sybase 2000: moved to Oracle Today: Student Admissions (PeopleSoft) Human Resources (PeopleSoft) – in progress Library, Financial Data, etc.

8 DSS staff Today 1 Data Warehouse Architect 2 Lead Data Warehouse Analysts 1 Data Warehouse programmer 5 Java developers 1 End User Support Specialist

9 What is the IUIE? Indiana University Information Environment https://onestart.iu.edu/iuie Web based reporting and analysis application Provides point and click interface for functional users Delivery of Enterprise-Wide Data and Reports User interface for the Data Warehouse

10 From PeopleSoft to IUIE Other system Tables/ data IU DSS Data- W’house Reporting Data Structures Trans- form Data & Load Presentation Tools ODBC apps IUIE Web-Based Publishing 1-tbl query SQR reports (PDQs) Frozen Files (mime-docs) Indexd Files PeopleSoft tables Online Data Sources ODS / Staging copy of PSFT Tables Copies of Other data Report Writing

11 IUIE Users – Information Consumers (IC) Users of reports and data made available by others. Ability to access information without having to create reports to obtain the data. Skills needed: Understand data Web browsing skills Check out our tutorial:

12 IUIE Users – Information Providers (IP) a.k.a. Publishers 1) Functional Staff Member publishes the metadata that provides documentation and guidance on the use of the data in the form of a Report Object in the IUIE. Skills needed: understands intimately the data, the business processes, the reporting requirements Attend IUIE Publishing training (2 hours)

13 2) Data Warehouse Developer builds tables and data structures in the DSS environment (~ 4-20 hours to develop a datagroup or a star schema in the Data Warehouse – DOES NOT include gathering requirements!) Works closely with DSS partner Publishes technical details in IUIE Skills needed: SQL, Data modeling, Data Warehouse concepts Understands data IUIE Publisher training (2 hours) IUIE Users – Information Providers (IP) a.k.a. Publishers

14 3) SQR Developer Creates static reports or PDQs & publishes technical pieces in IUIE (~ 4 – 20 hours to create an SQR report – DOES NOT include gathering requirements!) Skills Needed: SQR training (2 days) Understands data IUIE Publisher training (2 hours) 4) Crystal Reports Developer Creates static or dynamic reports & publishes technical pieces in IUIE Skills Needed: Crystal Reports training Understands data IUIE Publisher training (2 hours)

15 About IUIE In production since November 2000 Work on enhancements continues today Developed in Uniface & Perl CGI initially In the process of converting the code to J2EE

16 IUIE – Menu Structure Without entering IUIE, users can access the application Help files and the Registration screen Menu Options: Master Catalog Listing of all “Report Objects” in the IUIE Organized in folders and Subfolders RO Metadata My Catalog – personal catalog choices Publish – only for Information Providers Schedule Preferences (Personal settings for views, notifications, etc. ) Search

17 IUIE – Report Object (RO) Types Datagroup Database object, refreshed in batch schedule Can select subset of data (rows and columns to be returned) Can select from only one datagroup at a time in IUIE Query executes at request time (simple SQL statement built from parameters entered on screen) Raw data is returned, best for small result sets, or to load spreadsheet for further analysis… Supports Row-Level Security

18 IUIE – Report Object (RO) Types Datagroup Template Paired down version of a Datagroup Selections have been pre-made at Publishing time User can make limited selections

19 IUIE – Report Object (RO) Types Frozen Report Static Unix file May be created from operational schedule and copied to IUIE May be created in DSS schedule (built from datagroup) It can be any document (i.e. Peoplesoft User Guide!) Usually a nicely formatted report, but it can be tab- delimited for easy load into spreadsheet Cannot select subset of data All MIME types are supported No Row Level Security

20 IUIE – Report Object (RO) Types Pre-Defined Query Can select subset of data Query executes at request time - parameters entered on screen passed to complex program (usually SQR) Parameters may include options for alternative formatting as well as alternate result sets May join together data from multiple datagroups Usually a nicely formatted report Supports Row-Level Security

21 IUIE – Report Object (RO) Types Indexed Report Static Unix file May be created from operational schedule and copied to IUIE May be created in DSS schedule (built from datagroup) Usually a nicely formatted report Can select subset of data (pages of the report, but not more selective than that), because report has been indexed on key fields Useful for very large reports from which the information consumer may only want to see a few pages No Row Level Security

22 Scheduling vs Scheduling Job Scheduling in DSS or OLTP environment Data structures are built on a scheduled basis in the DSS environment; they are published as Datagroups in IUIE SQRs which create indexed reports or frozen reports can be scheduled either in the DSS environment or PSFT; the output is published in IUIE RO Scheduling in IUIE Datagroups (i.e. queries), PDQs, Indexed Reports can be scheduled to run on a regular basis. The output produced by these is stored in My Catalog.

23 IUIE—how it’s used Using the IUIE for day-to-day needs View/print reports, data, control & “DDD” tables Create data extracts Some extracts may be further manipulated as merge files for letters, labels, datasheets, etc Submit issues/questions as follows: Use IUIE_HELP for questions related to the application Use subject area list for questions related to content (sishelp currently)) Request access to data (through IUIE_HELP) Access to ROs is determined by Data Manager. Groups are established which offer access to multiple ROs. ICs needing access to ROs are added to the appropriate Group(s).

24 IUIE – Security IUIE access is via IULogon currently; IULogon will be replaced by Central Authentication Service or ‘CAS’ (Kerberos) authentication Information Providers suggest access type Data Managers approve user and RO access Two Types of RO security: Object Level Row Level (Rule Based)

25 IUIE – Object Level Security Access rules apply to entire RO All IUIE ROs support object level access Oracle Roles at the Database level have corresponding IUIE groups Access controlled via Oracle roles and IUIE groups Oracle Role/Group AOracle Role/Group BOracle Role/Group C RO1 User1User2

26 IUIE – Row Level (Rule Based) Security access is limited to a subset of a larger pool of data Only Datagroups and Pre-Defined Queries support Row Level security User Group AUser Group BUser Group C User1User2 Rule Based Sec. Group A (Ferpa, inst, career, program, plan, app center) Rule Based Sec. Group B (Institution, Career) N~IUBLA~UGRD~%~ENG%~% N~IUINA~GRAD~%~MATH~% IUINA~UGRD RO1RO2 RO3RO4

27 IUIE Statistics 3000 Users – requests for new accounts come in on a daily basis 4000 Users by end of Report Objects (RO) as of 9/ requests for ROs per day 325+ users log in a day

28 Lessons learned—for a successful IUIE Implementation 1)Document by office, current “report” programs/ queries - both info center & production (including production reports like transcripts, grades, bills, etc). 2)Discuss and document current archived data & access methods and needs 3)Discuss and document audit & journaling needs 4)Identify and understand the data elements that will be needed for reporting  You may start with legacy fields, but eventually need to identify the PS fields.

29 Lessons learned—for a successful IUIE Implementation 5)Identify and train team members who will do publishing in the IUIE Maintain a glossary of potential Report Objects, Maintain a spreadsheet of all fields to be published Develop your Master Catalog Structure 6)Identify End-Users of the IUIE 7)Identify who needs more extensive "developer- like" training for the IUIE 8)Solicit and receive constant feedback 9)START NOW!!!!!!!!!!

30 INDIANA UNIVERSITY Dana C. Voss Manager Decision Support Services


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